CRISPR Therapeutics (NASDAQ: CRSP) already has notable achievements under its belt. For instance, it developed Casgevy, a medicine for a pair of rare blood diseases, which became the first gene-editing therapy to use the famous, Nobel Prize-winning CRISPR gene-editing system to earn approval. CRISPR Therapeutics has lagged the market since that breakthrough, but with some highly promising gene-editing medicines in its pipeline and potential upcoming catalysts, some investors are excited about the biotech's ...

Vertex Pharmaceuticals' (NASDAQ: VRTX) stock price is up, but its Casgevy sales partner, CRISPR Therapeutics (NASDAQ: CRSP), is the real buy for long-term investors. Shares of Vertex, a biotech based in Boston, popped last week after it reported its fourth-quarter results, which included higher 2025 sales for Casgevy, a gene-editing therapy for two genetic blood disorders: sickle cell disease and beta thalassemia. Vertex is already profitable, and makes most of its revenues by selling the only approved dru ...

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Investment Strategy - The preferred investment strategy is GARP (Growth At a Reasonable Price), particularly focused on stocks, with a significant emphasis on IT hardware and software sectors [1] - The investment style is described as "Fundamental Options," combining fundamental analysis with options trading to assess individual stocks and ETFs [1] Investment Focus - The investment approach includes various strategies such as income-oriented investments in BDCs and utilities, growth investments in technology, deep value based on discounted cash flow, and investments in Dividend Aristocrats [1] - The analyst typically invests for the long term but also employs 20-25 options strategies for purposes like hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Educational Engagement - There is a passion for teaching, with experience in formal and informal education, including authoring a free local investing newsletter [1]

Group 1 - The event is a Virtual Oncology Leadership Summit hosted by Citigroup, featuring senior management from CRISPR, including CEO Sam Kulkarni and Chief Medical Officer Naimish Patel [1] - The discussion will initially focus on oncology, but there is an intention to broaden the conversation to other topics as time allows [2]

Summary of CRISPR Therapeutics Conference Call Company Overview - **Company**: CRISPR Therapeutics (NasdaqGM:CRSP) - **Event**: Virtual Oncology Leadership Summit - **Date**: February 18, 2026 Key Points Industry Focus - CRISPR Therapeutics is engaged in multiple disease areas, with a strong focus on oncology, cardiovascular diseases, autoimmune diseases, and Type 1 diabetes [3][4] Oncology Programs - **ZugoCell (formerly CTX112)**: A next-generation allogeneic CAR-T therapy targeting CD19, designed to improve potency and safety compared to earlier generations [4][5] - **Allogeneic CAR-T**: Made from healthy donor-derived cells, with advanced edits to enhance efficacy and safety, aiming for autologous-like performance [5][6] Key Edits in ZugoCell - **Beta-2M Knockout**: Prevents immune system from recognizing allogeneic cells as foreign, enhancing persistence [8][9] - **RGNASE1 Knockout**: Retains a naive T cell phenotype, allowing for better expansion and reduced exhaustion [10][11] - **TGF-beta Receptor 2 Knockout**: Prevents exhaustion of CAR-T cells, enhancing potency [10][11] Clinical Strategy - **Autoimmune Diseases**: Rapidly enrolling patients for indications like lupus, myositis, and scleroderma, with plans to expand further [17][18] - **Oncology**: Aiming for high complete response (CR) rates and durability, with initial CR rates for ZugoCell reaching nearly 70% [20][21] Regulatory Pathway - Parallel development in oncology and autoimmune indications, with discussions with regulators expected to guide future trials [27][28] Pricing Strategy - Targeting a price point of around $200K for allogeneic CAR-T therapies, significantly lower than current autologous therapies priced at $350K-$400K [52][53] In Vivo CAR-T Development - Developing both transient and permanent CAR-T therapies using LNP-mediated delivery, with a focus on safety and efficacy [54][55] - Permanent CARs could potentially eliminate tumors with a single injection, offering a significant advancement in oncology [56][57] Market Opportunities - Significant potential in both U.S. and international markets, particularly in regions where autologous therapies are not feasible due to cost and availability [48][49] Future Directions - Continued focus on data collection and analysis in both oncology and autoimmune spaces, with a strong emphasis on achieving long-term remissions and safety [31][32][39] Conclusion - CRISPR Therapeutics is positioned to make significant advancements in both oncology and autoimmune therapies through innovative CAR-T technologies, with a clear strategy for regulatory approval and market entry.

Core Insights - CRISPR Therapeutics has achieved FDA approval for its gene-editing therapy, Casgevy, making it the only CRISPR company to do so [2] - Despite the approval, CRISPR stock trades significantly below its all-time high, indicating potential undervaluation [2] - The company has a promising pipeline with five therapies in clinical trials, showcasing the potential of CRISPR technology [5] Financial Performance - Casgevy, a one-time gene-editing therapy, had only 64 patients treated in 2025, with 30 in Q4, indicating a slow ramp-up in sales [3] - Sales projections for CRISPR Therapeutics show growth from $37.3 million in 2025 to $134.4 million in 2026 and $374.9 million in 2027 [4] - The company has substantial cash reserves of nearly $2 billion and a manageable long-term debt of $188 million, despite a cash burn of $345.9 million in 2025 [6] Market Position and Challenges - CRISPR Therapeutics earns royalties from Casgevy sales through its collaboration with Vertex Pharmaceuticals, although it captures only a portion of the revenue [4] - The company has increased its share count by 26.9% over the past five years, which may dilute existing investors and limit short-term stock price appreciation [7] - There is uncertainty regarding the success of CRISPR's five experimental therapies, as many therapies fail to gain FDA approval [6]

Core Insights - CRISPR Therapeutics AG has shown strong proof of concept as it enters 2026, indicating potential growth and innovation in its offerings [1] - The fiscal year 2025 has demonstrated early-stage commercial traction for the company, suggesting a positive trend in its business operations [1] Financial Performance - The financials of CRISPR Therapeutics AG indicate a stable trading pattern, remaining approximately flat since the last analysis [1] - Despite early commercial traction, the financial details of the company are noted to be under scrutiny, implying a need for careful evaluation of its financial health [1]

Group 1: Company Overview - CRISPR Therapeutics AG (NASDAQ: CRSP) is a leading biotech company specializing in gene editing, utilizing CRISPR-based technology for precise gene editing to treat diseases [2] - The company has commercialized its technology, providing a revenue stream and potential for future growth, with its main competitor being Editas Medicine [2] Group 2: Recent Developments - Geulah Livshits from Chardan Capital set a price target of $76 for CRSP, indicating a potential increase of 43.21% from its closing price of $53.07 on February 13, 2026, supported by the FDA approval of its gene-editing therapy, Casgevy, for sickle cell disease [3] - Despite a fourth-quarter loss of $1.37 per share and total revenue of only $864,000, CRSP's stock rose by 8.46%, attributed to its collaboration with Vertex Pharmaceuticals, which also experienced a stock increase of 6.51% [4] - Casgevy therapy generated $54 million in revenue during the fourth quarter of 2025 and $116 million for the entire year, with 147 patients beginning treatment in 2025, nearly tripling from the previous year [4] Group 3: Market Performance - The stock for CRSP closed at $53.07 on February 13, reflecting an 8.46% increase from the prior day, with fluctuations between $49.62 and $54.10, and a market capitalization of approximately $5.09 billion [5] - The trading volume was 2,465,000 shares on the NASDAQ exchange, indicating active market participation despite challenges [5]

Core Viewpoint - Evercore ISI has raised the price target for Crispr Therapeutics (CRSP) to $74 from $62, maintaining an Outperform rating, indicating strong momentum in the company's prospects [1]. Group 1: Price Target and Rating - The price target for Crispr Therapeutics has been increased to $74, reflecting a positive outlook [1]. - The previous price target was $62, showing a significant upward revision [1]. - The Outperform rating suggests that analysts expect the stock to perform better than the market average [1]. Group 2: Market Context - Vertex Pharmaceuticals' new guidance for Casgevy is described as "promising," contributing to the positive sentiment around Crispr Therapeutics [1]. - The analyst believes that the setup for Crispr appears even better than initially appreciated, indicating potential for further growth [1].